+148.2%
SPMO vs UEC
+273.6%
-125.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -1.2% |
| 7D | +0.1% | -4.3% | +4.3% | +0.6% |
| 30D | -0.7% | -3.8% | +3.1% | -0.5% |
| 3M | +2.8% | +17.0% | -14.1% | +0.5% |
| 6M | +24.4% | -23.9% | +48.3% | +26.6% |
| YTD | +24.2% | -5.7% | +29.8% | +22.3% |
| 1Y | +24.5% | -12.5% | +37.0% | +22.4% |
| 3Y | +155.6% | +136.5% | +19.1% | +113.8% |
| 5Y | +148.2% | +243.3% | -95.1% | +90.7% |
| All | +148.2% | +273.6% | -125.4% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling